Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: Defense Contractors (e.g., LMT, RTX, GD, BA) DIRECTION: long THESIS: The US Air Force's move to quickly restock 30,000-pound bunker-busters suggests increased demand for military hardware, potentially benefiting defense contractors. SPEAKER: @zerohedge TIMEFRAME: medium-term

IDEA 2 TICKER: CAP (Capgemini) DIRECTION: short THESIS: JPMorgan lowered its price target for Capgemini to €150, indicating a less favorable outlook for the stock. SPEAKER: @FirstSquawk TIMEFRAME: short-term

IDEA